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Nonprofit · EIN 43-1543617

ZETA PHI SOCIETY-FOUNDATION

Tax-exempt · COLUMBIA, MO 65203

Financials

$249K$161K2023$307K$192K2024
Revenue Expenses · by fiscal year end
Financials of ZETA PHI SOCIETY-FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$306,934$192,174$114,760$3,831,073$0$3,831,073
December 31, 2023990$249,485$160,628$88,857$3,391,830$0$3,391,830
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$202,162
Program service revenue
$0
Investment income
$104,772
Other revenue
$0

Expenses

Grants and similar amounts paid
$134,400
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$16,520
Program services (functional)
$137,615
Management and general (functional)
$54,559

Balance sheet and other

Total assets, start of year
$3,391,830
Total assets, end of year
$3,831,073
Total liabilities, end of year
$0
Net assets, end of year
$3,831,073
Publicly traded securities
$3,616,211
Net assets with donor restrictions
$3,831,073
Gross receipts
$306,934
Employees
0
Volunteers
14
Year formed
1989
State of legal domicile
MO

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
BENJAMIN K BYRDVICE PRESIDENT
Trustee or director, Officer
0.2$0
CHRISTOPHER DIEHLSTREASURER
Trustee or director, Officer
0.5$0
DR RICHARD NICHOLSSECRETARY
Trustee or director, Officer
0.3$0
MIKE CARLSONPRESIDENT
Trustee or director, Officer
0.3$0
CARL E BOLTE JRDIRECTOR (THROUGH 1/2024)
Trustee or director
0.3$0
DANIEL P DEVERSDIRECTOR
Trustee or director
0.3$0
DR JAMES W RHEADIRECTOR
Trustee or director
0.3$0
GREG JONESDIRECTOR
Trustee or director
0.3$0
H JASON ANDREWSDIRECTOR
Trustee or director
0.1$0
HONORABLE THOMAS C CLARK IIDIRECTOR
Trustee or director
0.3$0
JOHN HOFFMANDIRECTOR
Trustee or director
0.3$0
JUSTIN BLOSSDIRECTOR
Trustee or director
0.3$0
ROBERT J BUCKLEYDIRECTOR
Trustee or director
0.3$0
ROBERT J SELSORDIRECTOR
Trustee or director
1$0
990 for the year ended December 31, 2023: 15 people
NameTitleHours / weekCompensation
ROBERT J SELSORPRESIDENT
Trustee or director, Officer
1$0
BENJAMIN K BYRDVICE PRESIDENT
Trustee or director, Officer
0.2$0
CHRISTOPHER DIEHLSTREASURER
Trustee or director, Officer
0.5$0
H JASON ANDREWSSECRETARY
Trustee or director, Officer
0.1$0
JUSTIN BLOSSDIRECTOR
Trustee or director
0.3$0
CARL E BOLTE JRDIRECTOR
Trustee or director
0.3$0
ROBERT J BUCKLEYDIRECTOR
Trustee or director
0.3$0
MIKE CARLSONDIRECTOR
Trustee or director
0.3$0
HONORABLE THOMAS C CLARK IIDIRECTOR
Trustee or director
0.3$0
DANIEL P DEVERSDIRECTOR
Trustee or director
0.3$0
GREG JONESDIRECTOR
Trustee or director
0.3$0
DR JAMES W RHEADIRECTOR
Trustee or director
0.3$0
JOHN HOFFMANDIRECTOR
Trustee or director
0.3$0
DR RICHARD NICHOLSDIRECTOR
Trustee or director
0.3$0
GAVIN O'BRIENDIRECTOR (THROUGH 9/01/2023)
Trustee or director
0.3$0

Address and contacts

Address (IRS master file)
1400 FORUM BLVD STE 7A PMB 501, COLUMBIA, MO 65203-1997
In care of
% THE ORGANIZATION
Principal officer (990 for 2024)
Mike Carlson, 1400 Forum Blvd Ste 7A PMB 501, Columbia, MO 65203
Signed the 990
Chriistopher Diehls, Treasurer
Phone
(314) 889-7073
Return prepared by
BDO USA

Mission

TO PROMOTE THE EDUCATIONAL AND SCHOLARLY ADVANCEMENT OF THE MEMBERS OF THE ZETA PHI CHAPTER OF THE BETA THETA PI FRATERNITY, A FRATERNAL ORGANIZATION LOCATED AT THE UNIVERSITY OF MISSOURI IN COLUMBIA, MISSOURI.

990 for the year ended December 31, 2024

Program accomplishments

  • PROVIDE SCHOLARSHIPS INCLUDING GIFTS IN AID, SUPPORT, AND ASSISTANCE FOR THE EDUCATION OF THE MEMBERS OF THE ZETA PHI CHAPTER OF BETA THETA PI. DURING THE CURRENT REPORTING PERIOD, SCHOLARSHIPS BENEFITED 16 MEMBERS.
    Expenses $93,215 · grants $90,000
  • CONTINUED THE BUILDING CAMPAIGN FUND WHICH PROVIDES FUNDS TO THE ZETA PHI CHAPTER OF BETA THETA PI FRATERNITY IN ORDER TO SUPPORT THAT ORGANIZATION'S ABILITY TO PROVIDE EDUCATIONAL SPACE IN A NEW FRATERNITY HOUSE.
    Expenses $43,000 · grants $43,000
  • PRESERVE THE LIBRARY FOR THE USE OF THE MEMBERS OF THE FRATERNAL ORGANIZATION BY MAINTAINING THE COPIER IN THE STUDY ROOM & WIRELESS INTERNET ACCESS IN THE FRATERNITY HOUSE, WHICH PROVIDES A SUFFICIENT STUDY SPACE FOR APPROXIMATELY 130 STUDENTS.
    Expenses $1,400 · grants $1,400

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
43-1543617
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1990
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B83Z)
Assets (IRS master file)
$3,831,073
Income (IRS master file)
$306,934

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$306,934$192,174$3,831,073IRS
990December 2023$249,485$160,628$3,391,830XML
990December 2022$315,734$174,907$2,937,580IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 43-1543617).

Questions about ZETA PHI SOCIETY-FOUNDATION

What is the EIN of ZETA PHI SOCIETY-FOUNDATION?
The employer identification number (EIN) of ZETA PHI SOCIETY-FOUNDATION is 43-1543617.
Is ZETA PHI SOCIETY-FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to ZETA PHI SOCIETY-FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ZETA PHI SOCIETY-FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ZETA PHI SOCIETY-FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ZETA PHI SOCIETY-FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of ZETA PHI SOCIETY-FOUNDATION?
The 990 for the year ended December 31, 2024 names Mike Carlson.
Who are the officers and directors of ZETA PHI SOCIETY-FOUNDATION?
The 990 for the year ended December 31, 2024 lists 14 people; 0 received compensation from the organization.
How much revenue does ZETA PHI SOCIETY-FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $306,934, expenses of $192,174 and total assets of $3,831,073 at year end.

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